Arnaldo Trezzi's avatar
Arnaldo Trezzi
@arny_trezziFebruary 27
$18.6m follower assets
$PLTR SBC as % of Revenue is decreasing steadily and reach 25%
Still high, but in the same direction.
I assessed Palantir’s dilution from different angles: https://palantirbullets.substack.com/p/pltr-dilution-one-step-closer-q4

image
palantirbullets.substack.com
PLTR Dilution: One Step Closer [Q4 Tracker]
The SBC path toward "normalization"
PLTR Dilution: One Step Closer [Q4 Tracker]
Joey Hirendernath's avatar
Joey Hirendernath@joeyhirendernathFebruary 28
@growthinvesting would appreciate this post
Modern Growth Investing's avatar
Modern Growth Investing
@growthinvestingMarch 6
@joeyhirendernath was never a problem for me :)

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